How big is Beaumont Retirement Services, Inc.'s plan?

Beaumont Retirement Services, Inc.'s plan reported $15.5M in assets and 274 participants for 2024.

Original filing (PDF)20250915075827NAL0000562451001

Beaumont Retirement Services, Inc.

Name: Beaumont Retirement Services, Inc. — Beaumont, Form 5500 (2024)
Creator: Beaumont Retirement Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan

403(b) retirement plan · Beaumont Retirement Services, Inc.'s Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan held $15.5M in plan assets for 274 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

274

Accounts w/ balance

437

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

People on this filing

Mary Caulder signed Beaumont Retirement Services, Inc.'s 2024 Form 5500 as plan administrator.

Mary Caulder — Plan Administrator — Form 5500 signer
Susan Kendra — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beaumont Retirement Services, Inc.'s EIN is 23-2324586.

EIN 23-2324586

Plan number 001

Plan year 2024

ACK ID 20250915075827NAL0000562451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beaumont Retirement Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beaumont Retirement Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAUMONT RETIREMENT SERVICES, INC.

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How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

BEAUMONT RETIREMENT SERVICES, INC

EIN

all filings

Address

601 NORTH ITHAN AVENUE · BRYN MAWR, PA · 190101700

Phone

(610) 526-7000

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$28K	—

Investments

48 direct securities· $15.3M(99% of reported assets)

Mutual Funds

$11.9M

22 holdings

Common Collective Trusts

$2.0M

6 holdings

Common Stocks

$903K

18 holdings

Stable Value

$544K

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
Vanguard Target Retirement 2030	Mutual Funds	—	—	$2.1M	13.5%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$2.0M	13.0%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$1.3M	8.1%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$1.2M	8.1%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$1.2M	7.5%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$1.0M	6.5%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$964K	6.2%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$957K	6.2%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$685K	4.4%
Lincoln National Life Insurance Company Lincoln Stable Value Account	Stable Value	—	—	$544K	3.5%
Vanguard Growth Index Fund	Common Collective Trusts	—	—	$384K	2.5%
Vanguard Target Retirement Income	Mutual Funds	—	—	$351K	2.3%
Lincoln National Life Insurance Company Fixed Accounts	Common Stocks	—	—	$310K	2.0%
Vanguard Intermediate Bond Index	Mutual Funds	—	—	$275K	1.8%
Vanguard Mid-Cap Index Fund	Common Collective Trusts	—	—	$233K	1.5%
Lincoln National Life Insurance Company American Funds Growth	Mutual Funds	—	—	$182K	1.2%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$167K	1.1%
Lincoln National Life Insurance Company LVIP Baron Growth Opportunities	Common Stocks	—	—	$138K	0.9%
Lincoln National Life Insurance Company LVIP Dimensional U.S. Core Equity 1	Mutual Funds	—	—	$136K	0.9%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$135K	0.9%
Lincoln National Life Insurance Company LVIP Macquarie Bond 394 * Lincoln National Life Insurance Company LVIP Macquarie Mid Cap Value	Common Stocks	—	—	$111K	0.7%
Vanguard Emerging Markets Stock Index Fund	Common Collective Trusts	—	—	$109K	0.7%
Vanguard Developed Markets Index	Mutual Funds	—	—	$105K	0.7%
Lincoln National Life Insurance Company LVIP Macquarie Social Awareness	Common Stocks	—	—	$89K	0.6%
Lincoln National Life Insurance Company Fidelity VIP Growth	Mutual Funds	—	—	$87K	0.6%
Lincoln National Life Insurance Company American Funds Growth Income	Mutual Funds	—	—	$78K	0.5%
Lincoln National Life Insurance Company LVIP SSgA S&P 500 Index	Common Collective Trusts	—	—	$74K	0.5%
Lincoln National Life Insurance Company LVIP BlackRock Dividend Value	Common Stocks	—	—	$66K	0.4%
Vanguard US Growth Fund	Mutual Funds	—	—	$61K	0.4%
Lincoln National Life Insurance Company LVIP Managed Risk Profile 2020	Common Stocks	—	—	$60K	0.4%
Lincoln National Life Insurance Company BlackRock Global Allocation	Common Stocks	—	—	$28K	0.2%
Lincoln National Life Insurance Company LVIP Del Wealth Builder Fund	Common Stocks	—	—	$26K	0.2%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$21K	0.1%
Lincoln National Life Insurance Company LVIP JPMorgan Retirement Income Fund	Common Stocks	—	—	$20K	0.1%
Lincoln National Life Insurance Company American Funds Global Growth	Mutual Funds	—	—	$19K	0.1%
Vanguard Target Retirement 2070	Mutual Funds	—	—	$16K	0.1%
Lincoln National Life Insurance Company LVIP Managed Risk Profile 2040	Common Stocks	—	—	$15K	<0.1%
Lincoln National Life Insurance Company Macquarie VIP Value 97 * Lincoln National Life Insurance Company MFS Utilities	Mutual Funds	—	—	$12K	<0.1%
Lincoln National Life Insurance Company LVIP Global Conservative Allocation Mgd Risk 78 * Lincoln National Life Insurance Company LVIP Global Moderate Allocation Mgd Risk	Common Stocks	—	—	$10K	<0.1%
Lincoln National Life Insurance Company AllianceBernstein Global Thematic Growth	Common Stocks	—	—	$9K	<0.1%
Lincoln National Life Insurance Company LVIP SSgA Bond Index	Common Stocks	—	—	$9K	<0.1%
Lincoln National Life Insurance Company Fidelity VIP Contrafund	Mutual Funds	—	—	$6K	<0.1%
Lincoln National Life Insurance Company LVIP SSgA Small-Cap Index	Common Stocks	—	—	$6K	<0.1%
Lincoln National Life Insurance Company Macquarie VIP SMID Cap Core Series	Common Stocks	—	—	$2K	<0.1%
Lincoln National Life Insurance Company LVIP Government Money Market	Cash / Money Market	—	—	$2K	<0.1%
Lincoln National Life Insurance Company LVIP SSgA International Index	Common Stocks	—	—	$2K	<0.1%
Lincoln National Life Insurance Company LVIP Blended LRG CAP Growth	Common Stocks	—	—	$2K	<0.1%
Lincoln National Life Insurance Company LVIP Managed Risk Profile 2030	Common Stocks	—	—	$1K	<0.1%